Parenting with Purpose: Insights for SEN Families Wills and Trusts

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Parenting with Purpose: Insights for SEN Families Wills and Trusts
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Parenting with Purpose: Legal Insights for SEN Families

In these two special episodes, solicitor Anne-Marie Worth talks to one of her colleagues Nicola Setchell. Nicola is a parent of a child with special educational needs and she has several important questions concerning her son’s future care and security.

Episode Two – Wills and Trusts

The second podcast is aimed at parents with SEN children and focuses on the importance of parents planning appropriately for the future and after their death. It discusses how setting up the appropriate structure either by making a special will or setting up a trust can ensure their estate is left in the most appropriate and beneficial way to protect their SEN child and cater for their individual circumstances.

*Special Note: With reference to costs and deputyships, there is a professional fixed fee of £950 +Vat

 

Anne-Marie Worth⁠ – Solicitor, Private Client, Sherborne As a private client solicitor, I specialise in preparing Wills for those seeking peace of mind for their future and the security of their family. I am also experienced in managing all aspects of probate and estate administration following the loss of a loved one.

I deal with high net worth matters, inheritance tax/estate planning and succession issues. I am also part of our late life team and deal with the preparation of Lasting Powers of Attorney and Deputyship applications. In addition, I assist clients who lack mental capacity with the management of their property and financial affairs in situations where we are appointed as Attorneys or Deputies. I have a wide range of experience, having worked in the Midlands, London and Dorset and am a full member of the Society of Trust and Estate Practitioners (STEP).

Helping families, elderly clients and personal representatives and navigating them through often complex issues is a very rewarding part of my job. I pride myself in offering a personal service to each client, with a sympathetic but professional approach.

Having a young family keeps me very busy outside of work. With any spare time, I love keeping active and all things musical, particularly playing the piano.

Call ⁠01935 811617⁠ or e-mail ⁠anne-marie.worth@mogersdrewett.com⁠